Chief Financial Officer · HEP Management Corporation
Lynn M. Weld
CRD 7335978 · Named on Form ADV at one SEC-registered adviser
At a glance
HEP Management Corporation, an SEC-registered private fund adviser based in New York, NY with $427 million in regulatory assets, lists Lynn M. Weld on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- HEP Management CorporationChief Financial OfficerPrivate fund adviser · New York, NY · $427M in regulatory assets
AtlasMembers
Lynn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- David P. TamburriDirector / President, HEP Management Corporation
- Ezra B. MehlmanDirector / Secretary, HEP Management Corporation
- Scott A. WhyteChief Compliance Officer, Partner, HEP Management Corporation
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.